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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,239 | $47,479+22.7% | $62,929-7.5% | $82,448-29.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.35% | 20.34%-7.0pp | 1063.93%-1050.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $6,456 | $1,885+242.4% | $2,505+157.8% | $2,551+153.1% |
| Participant deferral / active EE | $4,667 | $2,870+62.6% | $3,888+20.0% | $4,139+12.7% |
| Admin fee / account holder | $5,854 | $3,804+53.9% | $5,065+15.6% | $7,234-19.1% |